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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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40 results found

  1. I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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  2. Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!

    7 votes

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    Hi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).

    For more information, please visit our Help Center.

    Should you have any feedback or suggestions, feel free to message me directly.

    Igor, Product Team

  3. Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.

    4 votes

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  4. 2 votes

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  5. when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.

    1 vote

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  6. 1 vote

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  7. 1 vote

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  8. When you delete a document, the document information still shows up in Panda reporting. This causes confusion and shows errors in reporting. When you delete the document, it should delete out of any reports.

    1 vote

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    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to remove deleted documents from Reporting is available within the system. Please see the file attached for more information, and have a wonderful day!

  9. 1 vote

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  10. Be able to add SMS verification to docs created via API.

    32 votes

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  11. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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  12. filter that would allow excluding trash documents from the reporting

    1 vote

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  13. Be able to have advanced word search to have a nexact match of existing document titles when naming documents

    4 votes

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  14. 1 vote

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  15. Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).

    2 votes

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  16. 1 vote

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  17. Have checkbox option when selecting catalog items so that you can add more than one item at one time.

    1 vote

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    Released  ·  Valeria Pochapskaya responded

    It is possible to select several items when you are adding them from the catalog, for this please click on the items you need in the add from catalog window.

  18. Currently, transferring ownership of documents held within folders produces a new folder.

    If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".

    13 votes

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    I'm happy to announce that we've fixed the issue with files transfer ownership. 

    From now on, all files transferred to the new owner will stay in the same folder as  were originally. 

    You're welcome to share your feedback 

  19. filter documents by status, so that you could see only the chosen status

    1 vote

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  20. ability to rename a document when when on viewing mode (opened document)

    2 votes

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